See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $325,064 | $89,753+262.2% | $107,525+202.3% | $84,808+283.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 15.03% | 29.48%-14.4pp | 181.32%-166.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,926 | $3,113-38.1% | $3,754-48.7% | $2,631-26.8% |
| Participant deferral / active EE | $6,579 | $4,056+62.2% | $5,116+28.6% | $4,212+56.2% |
| Admin fee / account holder | $4,599 | $7,222-36.3% | $8,919-48.4% | $7,344-37.4% |